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Listen "QAV AMERICA 005 – Cayman Schemes and Chilean Dreams"
Episode Synopsis
In this episode of QAV America, Cameron and Tony wrestle with market chaos as the US–China trade war hits pause. Cameron shares the challenges he faced creating a US buy list, digging into several interesting (and occasionally suspicious) tickers: a mortgage REIT, a Chinese fintech with a Cayman shell, and an impressively renewable-heavy Chilean utility. They debate governance red flags, explore deep value bets versus gut instinct, and examine why Enel Chile (ENIC) might be quietly powering the future.
More episodes of the podcast QAV America (free feed)
QAV America 23 – For-Profit Healthcare: CYH
03/10/2025
QAV America 19 – From Pianos to Profits (KE)
29/08/2025
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